Outlook Task Manager App

The Outlook Task Manager for AgilePoint NX lets you use an AgilePoint NX app workflow seamlessly within an email in Outlook for Microsoft 365. This can increase your productivity when you use Outlook on any device.

With AgilePoint NX Task Manager for Outlook, users can do a number of actions directly from an Outlook email, depending upon their permissions and the context of the task:

  • Display the details of a task in an Outlook email without configuring an email template for the task.
  • Complete a task directly from Outlook.
  • Complete an approval directly from Outlook.
  • Reassign a task directly from Outlook.
  • Cancel a task directly from Outlook.
  • Cancel a process directly from Outlook.
  • Launch AgilePoint NX Work Center to open a form and complete a task.
  • Launch AgilePoint NX Work Center to see the Report View for a task.
  • Launch AgilePoint NX Work Center to view the current runtime status of an app.
  • Display configured summary fields for an app in Outlook.
  • Connect the Outlook Task Manager to your AgilePoint NX environment with your AgilePoint Server REST URL.

AgilePoint NX Task Manager for Outlook opens when you receive a configured email from AgilePoint NX Workflow. Just select from the list of available actions in context of the task and user permissions.

Figure 1. Outlook Task Manager screen

Outlook Task Manager screen

Outlook Task Manager screen

Lets you do a number of actions directly from an outlook email, depending upon their permissions and the context of the task.

Figure 2. Outlook Task Manager screen

Outlook Task Manager screen

Fields

Field NameDefinition
Settings Settings icon
Opens this Screen:
Settings screen
Function of this Screen:
Specifies the AgilePoint Server URL for the AgilePoint Outlook app.

Summary Fields
Description:
Shows the list of summary fields that are configured for an app.

App designers can add a summary field on the Summary Fields screen in App Builder.

To Open this Field:
  1. On the task list, click Expand Expand icon.
Allowed Values:
Read only.
View Process
Opens this Screen:
Process Viewer screen.
Function of this Screen:
Shows a picture of your process with the task status updated in real time.
Open Task
Opens this Screen:
Open a Task (Modern Work Center)
Function of this Screen:
Opens the form or view for the selected task.
Reassign Task
Opens this Screen:
Reassign Task screen
Function of this Screen:
Assigns the task to a different user.

Complete Task
Description:
Completes the task and moves the process forward.
Cancel Process
Function:
Cancels the selected processes, or the processes associated with the selected tasks.

Cancel Task
Function:
Cancels the specified task.
eForm Report View
Opens this Screen:
eForms Report View screen
Function of this Screen:
Shows an eForm with real-time data from a process instance.
Approve Task
Function:
Approves the task if the email is a task approval email.

For more information, refer to Email Template Configuration screen (Email Notifications).

Settings screen

Specifies the AgilePoint Server URL for the AgilePoint Outlook app.

Figure 3. Settings screen

Settings screen

Fields

Field NameDefinition

AgilePoint Server Instance URL
Description:
The URL of your AgilePoint Server.

For more information, refer to How Do I Find the URLs to Connect to AgilePoint NX?.

Allowed Values:
A valid AgilePoint service URL.
Default Value:
None

Cancel
Function:
Closes the Outlook Task Manager Settings screen.

Save
Function:
Saves the specified AgilePoint Server URL for the AgilePoint NX Task Manager for Outlook.

Reassign Task screen

Assigns the task to a different user.

Figure 4. Reassign Task screen

Reassign Task screen

Fields

Field NameDefinition

Users In My Department / All Users
Description:
Specifies how to select the user to whom to assign the task.
Allowed Values:
  • Users In My Department - Lets you specify a user in your department.
  • All Users - Lets you specify any user in your AgilePoint NX environment.
Default Value:
Users In My Department

Select User
Description:
Specifies a user to assign the task.

The list of users in this field depends on the setting for the Users In My Department / All Users field.

Allowed Values:
A user name from the list.
Default Value:
None

Comments
Description:
Specifies a description for the task you are reassigning to another participant.
Allowed Values:
More than one line of text.
Default Value:
None

Reassign
Description:
Assigns the task to the specified user.